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Leonard Nelson Bullard

Vanguard Advisers, Inc.

Charlotte, NC

CRD 6062685

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Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-11-07
TX RA APPROVED 2019-11-07
  • NC RA
    APPROVED
    Since 2019-11-07
  • TX RA
    APPROVED
    Since 2019-11-07

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 08/2017 Present
4G Project People The Colony TX 10/2016 07/2017
Defense Finance & Actg Service Cleveland OH 07/2015 09/2016
Pet Paradise Huntersville NC 07/2018 01/2019
Bullard Strong Llc Denver NC 06/2025 Present
  • 08/2017 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2016 → 07/2017
    4G Project People
    The Colony, TX
  • 07/2015 → 09/2016
    Defense Finance & Actg Service
    Cleveland, OH
  • 07/2018 → 01/2019
    Pet Paradise
    Huntersville, NC
  • 06/2025 → Present
    Bullard Strong Llc
    Denver, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: BULLARD STRONG LLLC NON-INVESTMENT-RELATED ADDRESS: DENVER, NC NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CREATE TIK TOK VIDEOS AND ENCOURAGE VIEWERS TO PURCHASE PRODUCT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-13
S63 Uniform Securities Agent State Law Examination 2017-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-09-13
  • S63 Uniform Securities Agent State Law Examination
    2017-09-20
Other Names
  • Leonard Nelson Bullard
  • Leonard Bullard
  • Nelson Bullard

View on SEC IAPD

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